Managing brands¶

This page covers the admin tasks for brands in Packr: creating a brand, editing its name and logo, activating or deactivating it, assigning members, customizing the Brand Work Desk view, and turning on the wholesale workflow. A brand is labeled Group on the Directory screen.

Overview¶

As an admin you manage brands from two places. The Directory (its Brands view) lists every brand in your workspace and is where you create brands, assign members, and open a brand's own detail page to edit its name, logo, and members. The Brand Work Desk is where you work a brand day to day, customize its view, mark it inactive, and enable wholesale.

• Create a brand with Create Group.
• Edit a brand's name, logo, and members.
• Activate or deactivate (mark inactive / reactivate) a brand.
• Customize which Work Desk sections a brand shows.
• Enable the wholesale workflow for a brand.

Screenshot: The Directory brand list with admin controls. (pending capture)

Create a brand¶

Creating a brand is an admin-only task. The add (+) button at the top of the Directory only appears for roles with the create-brand permission.

1. Go to the Directory and open its Brands view.
2. Select the + button (titled Create new group) in the actions row.
3. The Create New Group dialog walks you through a few steps, showing Step N of N at the top. Use Next and Back to move between them.
4. Basics — enter a Group Name (required), optionally select Add logo (optional), and choose a Status: Active, or Onboarding for a brand you are still bringing on. An onboarding brand starts with an Onboarding channel and task board; its General channel opens once onboarding is completed.
5. Onboarding plan (only when the status is Onboarding) — pick the Onboarding start date, which is day 1 of the plan, and one or more Onboarding templates. Each template's milestones become groups on the onboarding board, in the order you pick them. See Onboarding templates.
6. People — optionally star Account managers, the 3PL points of contact for the brand (for an onboarding brand, onboarding tasks go to them by default). Then review the 3PL Admins list — these admins are automatically added to the new brand. Remove any you don't want included.
7. Warehouse account — optionally map the brand to a warehouse by selecting Map to WMS account (optional). This can be done later — see Brand WMS mapping.
8. Select Create Group (or Start Onboarding for an onboarding brand).

The new brand appears in the Directory list, sorted alphabetically by name. An onboarding brand also appears on the Onboarding timeline, and its Work Desk opens on the onboarding board.

Edit a brand's name and logo¶

Editing a brand's name and logo is an admin task done from the brand's detail page in the Directory.

1. Go to the Directory and open its Brands view.
2. Select the brand's row to open its detail page.
3. Under Brand Information, select the brand name to edit it inline, then save your change.
4. Select Change Logo to upload or replace the image.

Name and logo changes save immediately and update everywhere the brand appears.

The detail page also gathers the rest of what's known about the brand in one place: its Members, its warehouse (WMS) mapping status, a Timeline of recent activity, and — once the brand has finished onboarding — a read-only record of how its onboarding went. See Review Onboarding History.

Activate or deactivate a brand¶

Deactivating a brand hides it from users without deleting its data. Marking a brand inactive is an admin-only action limited to workspace and 3PL admin roles.

1. Open the brand to land on its Brand Work Desk.
2. Select the Mark brand as inactive action in the header (the trash icon, shown only to admins).
3. Confirm in the Mark brand as inactive? dialog by choosing Mark Inactive.

The brand is hidden from users and shows an inactive status in the Directory. Deactivating is reversible by an admin, so it acts as an archive rather than a permanent delete.

In the Directory, the stats row totals active and inactive brands, and each brand row shows its current status.

The Directory list also carries a HEALTH column with each brand's health score — a 0–100 number coloured by whether the brand is Healthy, At Risk, or Critical. The column is sortable, so you can bring the brands needing attention to the top, and the same score appears on the brand's detail page. It's visible only to roles allowed to see health scores; for how the score is calculated and how to change its formula, see Workspace settings.

Assign members to a brand¶

Adding and removing members is an admin task. You can assign people from the Directory list or from the brand's own detail page.

1. In the Directory Brands view, select a brand's 3PL Admins, Group Admins, or Other Users cell to open its users dialog.
2. Use the tabs (3PL Admins, Brand Admins, Other) to view members by role.
3. Select the + button (titled Add user), then choose Create User to add a brand-new person or Select User to add existing workspace users.
4. To remove someone, select the remove control on their user chip.

You can also manage members from the Members card on the brand's detail page, where you can add existing users or invite new people by email.

To take the brand's roster elsewhere, select Export to CSV at the foot of the Members card. The file lists each member's name, email, phone, role, whether they are an account manager for the brand, username, status, and last sign-in. Exporting needs the export-brand-members permission, which 3PL Admins and 3PL Managers have by default, and is available in the web app rather than the mobile apps. For workspace-wide membership and invites, see Members and invites.

Customize the Work Desk view¶

Customizing which sections a brand's Work Desk shows is done from the brand's Brand Work Desk. The General view controls what appears for the whole brand.

1. Open the brand to land on its Brand Work Desk with the General channel selected.
2. Select Configure Views at the bottom of the dashboard.
3. Toggle the optional sections on or off: Orders on Hold, Orders on Backorder, Open Inbound Shipments, and Unreviewed Shipping Errors.
4. Select save to apply.

Core sections — Open Tasks, Threads, Drive, and Timeline — are always shown and cannot be turned off. Channels other than General can have their own view; see Working a brand.

Turn on Dashboard or Requests for a brand¶

Two optional surfaces can be added to a brand's Work Desk. Both are off until someone turns them on, and both live on the brand's detail page in the Directory.

• Dashboard — a landing page for the brand with its warehouse numbers, recent tasks, Drive, and account manager. See Working a brand.

• Requests — lets people raise a request, each with its own conversation and task, alongside the brand's channels.

• Open the brand's detail page.

• Turn on Dashboard or Requests in its card.

Changing these needs the channel-management permission. A brand that is still onboarding can't turn them on until it finishes. Turning Requests off keeps existing requests reachable from their tasks, and turning either off never affects the brand's channels.

Enable the wholesale workflow¶

The wholesale workflow groups order allocation across selected channels and surfaces a Wholesale overview on the brand's General view. Enabling it is done from the same Configure Views editor.

1. Open the brand and select Configure Views from the General dashboard.
2. Turn on Enable wholesale workflow.
3. Select the channels that should participate (own pickups for their share of orders), or use Create channel to add one.
4. Select save.

Once enabled, the General view shows a Pickups section for allocating and shipping wholesale orders. For how allocation works day to day, see Wholesale allocation.

Common questions¶

How do I create a brand? Go to the Directory Brands view, select the + (Create new group) button, enter a Group Name, then select Create Group. Only admins see the create button.

How do I deactivate a brand? Open the brand's Brand Work Desk and select Mark brand as inactive in the header, then confirm with Mark Inactive. The brand is hidden from users and can be reactivated later by an admin.

Can I reactivate an inactive brand? Yes. Marking a brand inactive is reversible by an admin, so it works like an archive rather than a permanent delete.

How do I add people to a brand? From the Directory, select a brand's members cell to open its users dialog, then use the + button to Create User or Select User. You can also add members from the Members card on the brand's detail page.

How do I turn on wholesale for a brand? Open the brand's General view, select Configure Views, turn on Enable wholesale workflow, pick the participating channels, and save.

Where do I rename a brand? In the Directory Brands view, select the brand's row to open its detail page, then select the name under Brand Information to edit it inline and save.

Related¶

• Brands overview
• Brand WMS mapping
• Onboarding overview
• Members and invites
• Wholesale allocation
• Working a brand